AJOVista’s Simon Property Group SPG Stock Holding History

AJOVista’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,308	Closed	-$205K	–	91
2024 Q1	$205K	Hold	1,308	–	–	0.55%	62
2023 Q4	$187K	Buy	+1,308	New	+$158K	0.24%	88

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AJOVista's SPG Position: Q2 2024 in Review

AJOVista sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 1,308 shares — an estimated $205K sold.

AJOVista first reported a position in SPG in Q4 2023 and held it in 2 quarters. The position peaked at $205K in Q1 2024. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

AJOVista reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
AJOVista sold 1,308 Simon Property Group shares in Q2 2024, an estimated $205K.
AJOVista first reported a position in Simon Property Group in Q4 2023 and held it in 2 quarters.
AJOVista's Simon Property Group position peaked at $205K in Q1 2024.
1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on AJOVista's 13F filing for Q2 2024, filed 13 Aug 2024.